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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,178 | $166,242-68.6% | $165,071-68.4% | $145,884-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.04% | 100.44%-87.4pp | 70.17%-57.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,287 | $5,283-18.9% | $4,347-1.4% | $4,662-8.1% |
| Participant deferral / active EE | $11,050 | $6,964+58.7% | $6,035+83.1% | $6,690+65.2% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |